Filed August 16, 2018 (most recent of 2 filings on file)
Total covered: 59 employees
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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $69,814 |
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH EQUITY SERVICES LLP Service code 28 · EIN 04-2675571 | Investment Management | $19,418 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 17 · EIN 41-0746749 | Pension Consulting | $4,060 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,562 | $37,117+60.5% | $147,617-59.7% | $55,191+7.9% |
| Participation rate | 76.1% | 63.6%+12.5pp | 84.6%-8.6pp | 69.2%+6.9pp |
| Annual return | 3.48% | 3.44%0pp | 61.98%-58.5pp | 10.78%-7.3pp |
| Employer contribution / active EE | $2,067 | $1,620+27.6% | $5,564-62.9% | $1,899+8.9% |
| Participant deferral / active EE | $2,522 | $1,985+27.0% | $4,895-48.5% | $3,046-17.2% |
| Admin fee / account holder | $163 | $86+90.6% | $11,612-98.6% | $91+79.7% |